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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
21
3
1
1
1
0
5
0
1
BARRY INVESTMENT ADVISORS LLC

Time Period2019-03-31

Total Holdings73

Total Value ($x1000)319,560
Activities
New7

Increased38

Unchanged6

Decreased22

Sold Out7

Top 10 Stock Holdingstotal 47.93%
SCHZ7.88

VTIP7.1

BLV4.82

DXJ4.44

JOF4.42

 
EDV4.32

STWD4.17

EPI4.04

INTC3.47

SGOL3.27

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHZ
7.88%
US AGGREGATE B
VTIP
7.1%
STRM INFPROIDX
BLV
4.82%
LONG TERM BOND
DXJ
4.44%
JAPN HEDGE EQT
JOF
4.42%
COM
EDV
4.32%
EXTENDED DUR
STWD
4.17%
COM
EPI
4.04%
INDIA ERNGS FD
INTC
3.47%
COM
SGOL
3.27%
PHYSCL SWISS GLD
AAPL
3.17%
COM
VIAB
2.89%
CL B
PFE
2.84%
COM
VEA
2.74%
FTSE DEV MKT ETF
TOT
2.58%
SPONSORED ADR
GIS
2.56%
COM
DIS
2.53%
COM DISNEY
FDX
2.42%
COM
AMJ
2.34%
ALERIAN ML ETN
CFG
2.28%
COM
IBM
2.22%
COM
ORCL
2.19%
COM
WBA
2.18%
COM
AMLP
1.96%
ALERIAN MLP
DEA
1.75%
COM
CHL
1.73%
SPONSORED ADR
SEDG
1.36%
COM
STMP
1.34%
COM NEW
RDS/A
1.25%
SPONS ADR A
MFC
1.24%
COM
XOM
0.95%
COM
TLT
0.75%
20+ YR TR BD ETF
FNDF
0.7%
SCHWB FDT INT LG
CB
0.58%
COM
LH
0.4%
COM NEW
JNJ
0.38%
COM
CEF
0.36%
UNIT
WDC
0.33%
COM
ITA
0.26%
U.S. AER&DEF ETF
USFR
0.26%
BLMBRG FL TRFD
GILD
0.21%
COM
BAC
0.21%
COM
DFJ
0.18%
JP SMALLCP DIV
BND
0.18%
TOTAL BND MRKT
HAS
0.18%
COM
GLD
0.16%
GOLD SHS
L
0.16%
COM
MGA
0.15%
COM
ES
0.14%
COM
SHY
0.13%
1-3 YR TR BD ETF
TTM
0.13%
SPONSORED ADR
DFE
0.12%
EUROPE SMCP DV
VNQ
0.1%
REIT ETF
SO
0.1%
COM
MFG
0.1%
SPONSORED ADR
CVX
0.1%
COM
BRK.A
0.09%
CL A
PG
0.09%
COM
CSX
0.09%
COM
DWDP
0.09%
COM
RTN
0.09%
COM NEW
PFF
0.08%
U.S. PFD STK ETF
CSCO
0.08%
COM
EWY
0.08%
MSCI STH KOR ETF
SCHM
0.07%
US MID-CAP ETF
WASH
0.07%
COM
AEP
0.07%
COM
BX
0.07%
COM UNIT LTD
GM
0.06%
COM
VGK
0.06%
FTSE EUROPE ETF
GE
0.04%
COM
F
0.03%
COM PAR $0.01
NVAX
< 0.01%
COM
MRK
2.9%
COM
DUK
1.51%
COM NEW
XRX
1.22%
COM NEW
KEP
1.09%
SPONSORED ADR
XLU
0.37%
SBI INT-UTILS
JXI
0.14%
GLOB UTILITS ETF
CLDX
< 0.01%
COM